Deal Desk

Clay; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Clay is seeking a strategic Deal Desk Analyst in New York to accelerate deal velocity with AI-driven automation. You will advise on deal structuring, pricing optimization, and contract negotiation while ensuring policy compliance and maximizing value for the sales organization.

You will collaborate with Legal, Revenue Operations, and Accounting to ensure accurate bookings and revenue recognition, and you will help scale processes through dashboards, reporting, and training of GTME and GS teams.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field is required.
• 3–6 years of experience in deal desk, sales operations, finance, or related analytical role.
• Proficiency in CPQ tools and CRM systems (Salesforce preferred).
• Advanced Excel/Google Sheets skills, including financial modeling and data analysis.
• Strong quantitative and analytical skills with attention to detail.
• Ability to identify manual processes and design scalable automation solutions.
• Excellent communication skills with customer-facing teams and executives.

Responsibilities

• Deal Operations & Execution: structure non-standard and complex deals; review terms, pricing, and discounts; guide negotiations; ensure compliant revenue recognition.
• Process Documentation & Automation: create deal desk policies and playbooks; implement AI/automation for contract analysis; build dashboards and reporting; train GTME and GS teams.

Skills

CPQ tools

Sales CRM systems

Excel/Google Sheets

quantitative analytics

communication skills

business acumen

Education

Bachelor's degree in Business/Finance/Economics

Tools

Salesforce

CPQ tools

No-code/low-code platforms

Job description

About Clay

Our mission is to help organizations turn any growth idea into reality.

We see growth as a creative practice, not a formula. Finding and reaching your best-fit customers takes unique ideas and constant iteration. As AI makes execution faster and tactics easier to copy, creativity is the only lasting advantage. We're already helping thousands of customers — including Anthropic, Notion, Google, and Ramp — go to market with unique data, signals, and AI research.

In 2025, we raised a $100M Series C backed by world-class investors including Sequoia, CapitalG, and First Round — and crossed $100M in revenue.

In 2026, we announced our second employee tender offer in 9 months at a new $5B valuation. We also launched a community equity round, for our customers, agency partners, and club members.

Some things to know about us:

• Our community includes 11,000+ customers, 150+ integration partners, 125+ agencies, 50+ Clay clubs, and 30k members on Slack.
• Our culture is unique inside and outside of work. Our team members are also DJs, activists, writers, clowns, marathoners, skydivers, psychedelic therapists, social workers, and more.
• All employees can work for free with world-class coaches who specialize in creativity, management, and more.
• Our operating principles — including negative maintenance and non-attached action — guide our work. Read more about them here.
• Read about us in the NYT, Forbes, First Round Review, and more.

Hear from our employees directly on our Glassdoor page!

Deal Desk @ Clay

We're looking for a strategic Deal Desk Analyst who combines deal structuring expertise with a passion for AI-driven process optimization. This role is critical in accelerating deal velocity through intelligent automation while ensuring compliance with company policies and maximizing deal value. You'll serve as a trusted advisor to sales teams, providing deal structuring guidance, pricing optimization, and contract negotiation support—all while leveraging AI tools and automation to scale our operations. This is a high-impact role for someone who thrives in fast-paced environments and wants to directly influence revenue growth through strategic deal management and innovative process automation.

What You'll Do

Deal Operations & Execution

• Partner with GTME (Sales) and GS (CX) teams to structure non-standard and complex deals, ensuring alignment with company guidelines and revenue recognition policies
• Review and approve deal terms, pricing, and discount structures within established approval matrices
• Guide pricing negotiations, commercial terms, payment terms, and special provisions while maintaining margin targets
• Collaborate with Legal, Revenue Operations, and Accounting to ensure deal compliance, accurate booking, and revenue recognition

Process Documentation & Automation

• Develop and maintain deal desk policies, guidelines, playbooks, and best practices documentation
• Implement and optimize AI and automation tools for contract analysis, issue alerts, and automated decision support
• Create dashboards and automated reporting systems on key metrics, including deal velocity, approval times, and discount trends
• Facilitate pricing training and enablement for fast-growing GTME and GS teams

What You'll Bring

• Bachelor's degree in Business, Finance, Economics, or related fields
• 3-6 years of experience in deal desk, sales operations, finance, or a related analytical role
• Proficiency in CPQ tools and CRM systems (Salesforce preferred)
• Advanced Excel/Google Sheets skills, including financial modeling and data analysis
• Strong quantitative and analytical skills with exceptional attention to detail
• Demonstrated ability to identify manual processes and design scalable automation solutions
• Excellent communication skills with the ability to interact effectively with customer-facing teams and executives
• Strong business acumen and understanding of sales processes

Nice to Haves

• Experience with usage-based subscription business models
• Familiarity with LLMs (GPT, Claude, etc.) and prompt engineering for business applications
• Experience with automation tools (Zapier, Clay) or a strong interest in learning them
• Knowledge of no-code/low-code platforms for building internal tools
• Experience with contract lifecycle management (CLM) systems
• Familiarity with revenue recognition principles (ASC 606)
• Understanding of legal and contractual terms